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Schwab US Dividend Equity ETF

1,925 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 737 increasing their positions, 753 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $22.2B → $22B (-$186M)

2% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 753

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$101M
Puts
$121M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1851
Wealth Preservation Advisors
Tennessee
$20.5K
P
1852
Palladiem
Pennsylvania
$19.1K
FDW
1853
Fourth Dimension Wealth
Ohio
$18.8K
SMA
1854
Sage Mountain Advisors
Georgia
$18.1K
NECFA
1855
New England Capital Financial Advisors
Connecticut
$17.5K
NRG
1856
Nemes Rush Group
Michigan
$17.2K
QA
1857
Quattro Advisors
Pennsylvania
$15.7K
WAG
1858
Windsor Advisory Group
Ohio
$15.6K
TVWM
1859
Tower View Wealth Management
Wisconsin
$15.3K
ACA
1860
Atlas Capital Advisors
Wyoming
$14.1K
QC
1861
Quent Capital
New York
$13.7K
TF
1862
Tompkins Financial
New York
$13K
HNW
1863
High Note Wealth
Minnesota
$12.4K
CT
1864
Coastline Trust
Rhode Island
$12.3K
BHWM
1865
Beaird Harris Wealth Management
Texas
$12K
VWA
1866
VSM Wealth Advisory
Maryland
$12K
HCM
1867
Hollencrest Capital Management
California
$11.7K
NL
1868
NorthAvenue LLC
Ohio
$10.9K
TC
1869
Truvestments Capital
Florida
$10.7K
FG
1870
Fairman Group
Pennsylvania
$10.6K
MSWM
1871
Mowery & Schoenfeld Wealth Management
Illinois
$9.42K
PWAM
1872
Private Wealth Asset Management
Iowa
$9.3K
GWS
1873
Greykasell Wealth Strategies
California
$9.15K
CFM
1874
Cornerstone Financial Management
Massachusetts
$9.05K
VFM
1875
Vision Financial Markets
Connecticut
$8.91K